The Silverline Blog
Industry insights, Salesforce news, and more
Banking
5 Steps of a Successful Product Analytics Strategy
Reading time: 6 minutes
Have you tried Burbn? No, we’re not offering you a cocktail. We’re referring to the first prototype of Instagram. It was a web app called Burbn, and the name was inspired by the founder’s love of whiskeys and bourbons. Burbn evolved into one of the hottest apps, and when Instagram was launched on October 6,...
Financial Services
Intro to Salesforce DevSecOps: What You Need to Know
Reading time: 6 minutes
Over the last few years, more and more Salesforce teams have been moving away from org-based development towards DevOps, so they can collaborate more easily, manage multiple workstreams, and deliver projects quickly and incrementally. Ultimately, DevOps enables teams to get more value out of Salesforce for their businesses. As DevOps has become more familiar to...
Salesforce
A Beginner’s Guide to Salesforce MDM
Reading time: 3 minutes
One of the most common questions that we get asked is what is MDM, and how does it fit in the Salesforce world? MDM stands for Master Data Management. To put it simply, it means creating a single source of truth, or one master “golden record” for all versions of a record across all systems....
Capital Markets
3 Key Skills Your Team Needs to Navigate the Future of Data
Reading time: 5 minutes
You’ve seen how data storytelling helps companies deepen customer relationships and started to establish a data storytelling foundation for your organization, but how do you build a team that can effectively execute your data strategy? To make this kind of data storytelling happen, financial services firms need to take cues from their friends in technology...
Salesforce
Demystifying Your Salesforce Outlook Integration Options
Reading time: 3 minutes
There are an estimated 4 billion daily email users, sending and receiving more than 306 billion emails each day. Your sales team is probably contributing to those high email numbers. Email is still one of the most efficient and effective ways to communicate with prospects and clients. It also saves your team time when they...
Financial Services
How Salesforce Turns Data into Compelling Customer Stories
Reading time: 4 minutes
In the first part of our Future of Data series, we looked at the ways organizations like Spotify and Robinhood are benefiting from data storytelling initiatives, deepening their relationships with customers while driving brand awareness and new client acquisition. How can your company get started with data storytelling? Well, these aren’t fairy tales. “Once upon...
Media & Entertainment
Silverline Announces Mediaocean Integration for Salesforce Media Cloud
Reading time: 2 minutes
Silverline, a digital transformation consultancy and Salesforce partner headquartered in New York City, announced today its new Mediaocean integration for Salesforce Media Cloud. Mediaocean’s certified integration for Salesforce streamlines the RFP ingestion process, replacing the manual former process of sending emails with attached RFPs. The Mediaocean integration automatically creates RFPs in the Salesforce platform and...
nCino
Extend nCino Capabilities to FSC and Use AI in Your Favor
Reading time: 5 minutes
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in one place by combining the power...
Banking
Tableau CRM: Getting Started with Data Sets
Reading time: 4 minutes
If there’s one thing I’ve learned during my time at Silverline, it’s that the Salesforce platform is only getting more and more complex. Understanding how to organize your development, data management, and adoption of the application is super important for the success of your organization. So, where to get started with such a complex platform?...
Salesforce Platform
7 Steps to Prep: Project Kickoff for Salesforce Implementation
Reading time: 4 minutes
As an Account Executive at Silverline, one of the most common questions I receive from project sponsors at my clients is: “What can our team do before kick off to get a head start on our project?” Where to start before you start After the selection process for Salesforce and an implementation partner is complete,...